13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001940416
申報總市值
US$1.8億
US$1.8億
88 檔
18.1%
Q3 2024 季度申報顯示，Tevis Investment Management 揭露的美股組合總市值為 US$1.8億，涵蓋 88 個不同之權益投資部位。
在 Q3 2024，Tevis Investment Management 操作展現出積極擴展與加碼意向。本季共新建倉 5 個新部位，並對 31 個既有持股進行加碼（合計增持 36 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 BRK-B, GBIL, AAPL）占據了總市值的 18.1%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.13% | +0.15% | +2.31% | |
| 2 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 5.64% | -3.32% | +10.34% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.40% | +0.22% | +4.18% | |
| 4 | KO | The Coca-Cola Company | 股票-非循環性消費 | 4.39% | +0.23% | — | |
| 5 | UL | Unilever PLC | 股票-非循環性消費 | 3.94% | — | +1.49% | |
| 6 | INVH | Invitation Homes Inc | 股票-房地產 | 3.74% | +0.36% | — | |
| 7 | MDT | Medtronic plc | 股票-醫療保健 | 2.80% | — | +9.40% | |
| 8 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 2.51% | -0.56% | -20.03% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.47% | -0.19% | +8.28% | |
| 10 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.25% | +0.01% | +0.69% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.08% | -0.18% | +5.37% | |
| 12 | RTX | Rtx CORP | 股票-工業 | 2.04% | -0.12% | -1.09% | |
| 13 | ENB | Enbridge Inc | 股票-能源 | 1.98% | -0.09% | +2.42% | |
| 14 | L | Loews CORP | 股票-金融 | 1.94% | +0.01% | +0.68% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.84% | +0.12% | +2.37% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.72% | +0.41% | +34.24% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 1.58% | — | +3.33% | |
| 18 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.57% | -0.08% | +16.32% | |
| 19 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 1.54% | — | -18.35% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.51% | -0.37% | +0.29% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.48% | -0.04% | +0.82% | |
| 22 | EOG | Eog Resources Inc | 股票-能源 | 1.45% | -0.17% | +0.75% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 1.41% | — | +3.94% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.40% | — | +60.32% | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.40% | +0.03% | +0.04% | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.33% | +0.37% | -1.45% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 1.27% | -0.52% | +13.71% | |
| 28 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.17% | — | +1.59% | |
| 29 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.16% | -0.18% | -0.52% | |
| 30 | PM | Philip Morris International | 股票-非循環性消費 | 1.12% | +0.06% | — | |
| 31 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 1.08% | — | +2.83% | |
| 32 | HP5A | Equity Commonwealth | 股票-其他 | 0.97% | — | -2.59% | |
| 33 | C | Citigroup Inc | 股票-金融 | 0.94% | -0.17% | +3.19% | |
| 34 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 0.93% | -0.39% | +8.24% | |
| 35 | WMT | Walmart Inc | 股票-非循環性消費 | 0.92% | -0.05% | -19.05% | |
| 36 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.92% | -0.03% | -22.98% | |
| 37 | MGA | Magna International Inc | 股票-循環性消費 | 0.92% | +0.11% | +28.97% | |
| 38 | HD | Home Depot Inc | 股票-循環性消費 | 0.90% | -0.07% | +8.24% | |
| 39 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.88% | -0.16% | +3.06% | |
| 40 | GD | General Dynamics CORP | 股票-工業 | 0.87% | -0.02% | +2.10% | |
| 41 | CTVA | Corteva Inc | 股票-原物料 | 0.87% | — | +0.38% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.85% | -0.04% | +3.78% | |
| 43 | FNV | Franco-nevada CORP | 股票-原物料 | 0.84% | -0.39% | -0.22% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | +0.09% | +0.32% | |
| 45 | GM | General Motors Co | 股票-循環性消費 | 0.79% | +0.15% | -3.82% | |
| 46 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.77% | -0.19% | EXIT | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | +0.02% | +2.11% | |
| 48 | CHRW | C.h. Robinson Worldwide Inc | 股票-工業 | 0.68% | +0.01% | +3.58% | |
| 49 | MMM | 3m Co | 股票-工業 | 0.67% | +0.01% | -47.13% | |
| 50 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.61% | +0.44% | +3.24% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.5% | +60.32% | 加碼 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +2.31% | 加碼 |
| 3 | UL | Unilever PLC | +0.4% | +1.49% | 加碼 |
| 4 | MDT | Medtronic plc | +0.4% | +9.40% | 加碼 |
| 5 | NVDA | Nvidia CORP | +0.3% | +34.24% | 加碼 |
| 6 | AAPL | Apple Inc | +0.3% | +4.18% | 加碼 |
| 7 | ORCL | Oracle CORP | +0.2% | +3.94% | 加碼 |
| 8 | RTX | Rtx CORP | +0.2% | -1.09% | 減碼 |
| 9 | KEL | Kellanova | +0.2% | NEW | 新建倉 |
| 10 | JQUA | Jpmorgan US Quality Factor | +0.2% | NEW | 新建倉 |
| 11 | AWK | American Water Works Co Inc | +0.2% | NEW | 新建倉 |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | NEW | 新建倉 |
| 13 | SO | Southern Co/the | +0.2% | NEW | 新建倉 |
| 14 | JNJ | Johnson & Johnson | +0.2% | +5.37% | 加碼 |
| 15 | SBUX | Starbucks CORP | +0.2% | +16.90% | 加碼 |
| 16 | ENB | Enbridge Inc | +0.1% | +2.42% | 加碼 |
| 17 | HD | Home Depot Inc | +0.1% | +8.24% | 加碼 |
| 18 | MGA | Magna International Inc | +0.1% | +28.97% | 加碼 |
| 19 | NKE | Nike Inc -cl B | +0.1% | +9.37% | 加碼 |
| 20 | CHRW | C.h. Robinson Worldwide Inc | +0.1% | +3.58% | 加碼 |
| 21 | GBIL | Goldman Sachs Access Treasur | +0.1% | +10.34% | 加碼 |
| 22 | CSCO | Cisco Systems Inc | +0.1% | +3.33% | 加碼 |
| 23 | PM | Philip Morris International | +0.1% | — | 不變 |
| 24 | LBTYA | Liberty Global Ltd. | +0.1% | +9.70% | 加碼 |
| 25 | DEO | Diageo Plc-sponsored Adr | +0.1% | +12.44% | 加碼 |
| 26 | RACE | Ferrari N.V. | +0.1% | +20.17% | 加碼 |
| 27 | KO | Coca-cola Co/the | +0.1% | +0.04% | 加碼 |
| 28 | EME | Emcor Group Inc | +0.1% | +20.05% | 加碼 |
| 29 | TRV | Travelers Cos Inc/the | +0.1% | -0.52% | 減碼 |
| 30 | VOD | Vodafone Group Plc-sp Adr | +0.1% | +8.24% | 加碼 |
| 31 | THO | Thor Industries Inc | +0.1% | +4.47% | 加碼 |
| 32 | ACN | Accenture plc | +0.1% | +2.79% | 加碼 |
| 33 | DIS | Walt Disney Co/the | +0.1% | +16.32% | 加碼 |
| 34 | IFF | Intl Flavors & Fragrances | +0.1% | +2.83% | 加碼 |
| 35 | CMCSA | Comcast Corp-class A | 0% | +1.59% | 加碼 |
| 36 | KO | The Coca-Cola Company | 0% | — | 不變 |
| 37 | L | Loews CORP | 0% | +0.68% | 加碼 |
| 38 | MSFT | Microsoft CORP | -0.1% | +8.28% | 加碼 |
| 39 | CCI | Crown Castle Inc | -0.2% | -29.99% | 減碼 |
| 40 | MBB | Ishares Mbs ETF | -0.2% | EXIT | 清倉 |
| 41 | ETN | Eaton Corporation plc | -0.3% | EXIT | 清倉 |
| 42 | DPZ | Domino's Pizza Inc | -0.3% | EXIT | 清倉 |
| 43 | VZ | Verizon Communications Inc | -0.3% | -22.98% | 減碼 |
| 44 | AVGO | Broadcom Inc | -0.3% | EXIT | 清倉 |
| 45 | BAH | Booz Allen Hamilton Holdings | -0.3% | EXIT | 清倉 |
| 46 | 6D8 | Dupont De Nemours Inc | -0.3% | -18.35% | 減碼 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.3% | +2.37% | 加碼 |
| 48 | MMM | 3m Co | -0.4% | -47.13% | 減碼 |
| 49 | MRK | Merck & Co. Inc. | -0.4% | +0.69% | 加碼 |
| 50 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | -1.45% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Tevis Investment Management 在 Q3 2024 季度的美股持倉總市值約為 US$1.8億，共申報了 88 個公開持股部位。
在 Q3 2024 季度，Tevis Investment Management 按市值排列的前三大核心持股分別為：BRK-B (6.1%)、GBIL (5.6%)、AAPL (4.4%)。其中最大持股部位 BRK-B 佔據整體投資組合約 6.1% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
KEL
市值: US$23.1萬
本季最大獲利了結 / 清倉標的
BAH
前期市值: US$38.3萬
在 Q3 2024 季度中，Tevis Investment Management 共進行了 48 項持倉異動，包含新建倉 5 個部位、加碼 31 個部位、減碼 7 個部位以及清倉 5 個部位。 其中最大新建倉標的為 KEL。 本季清倉部位包含 BAH。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。